Forum Financial Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
4,502
+1
| +0% | +$153 | 0.01% | 302 |
|
|
2025
Q1 | $625K | Sell |
4,501
-506
| -10% | -$70.3K | 0.01% | 295 |
|
|
2024
Q4 | $778K | Hold |
5,007
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $613K | Buy |
5,007
+1
| +0% | +$122 | 0.01% | 273 |
|
|
2024
Q2 | $619K | Buy |
5,006
+32
| +0.6% | +$3.96K | 0.01% | 252 |
|
|
2024
Q1 | $639K | Sell |
4,974
-101
| -2% | -$13K | 0.01% | 264 |
|
|
2023
Q4 | $566K | Hold |
5,075
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $510K | Buy |
5,075
+15
| +0.3% | +$1.51K | 0.01% | 279 |
|
|
2023
Q2 | $525K | Buy |
5,060
+10
| +0.2% | +$1.04K | 0.01% | 281 |
|
|
2023
Q1 | $471K | Sell |
5,050
-883
| -15% | -$82.4K | 0.01% | 279 |
|
|
2022
Q4 | $634K | Hold |
5,933
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $586K | Hold |
5,933
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $530K | Buy |
5,933
+1,270
| +27% | +$113K | 0.03% | 224 |
|
|
2022
Q1 | $512K | Hold |
4,663
| – | – | 0.02% | 237 |
|
|
2021
Q4 | $468K | Buy |
+4,663
| New | +$468K | 0.02% | 266 |
|